+68.0%
ACWI vs BBIO
+42.7%
+25.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.0% | -3.2% | +2.2% | -0.8% |
| 30D | -0.9% | -13.6% | +12.7% | 0.0% |
| 3M | +3.5% | +7.2% | -3.7% | +2.9% |
| 6M | +12.8% | +1.5% | +11.4% | +12.5% |
| YTD | +14.0% | -5.3% | +19.3% | +13.9% |
| 1Y | +19.2% | +37.7% | -18.6% | +16.3% |
| 3Y | +75.1% | +153.9% | -78.8% | +63.0% |
| All | +68.0% | +42.7% | +25.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling